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Trust and Estate Matters

Although there are many CPAs and firms that understand business and personal tax issues, there are fewer who comprehend trust, estate, and fiduciary issues. AKA has made a conscious effort to make this a focus for our organization. Whether you are planning for your own estate or administering the affairs of a loved one, AKA can provide you with invaluable assistance and proficiency that will help make this process as easy as possible. We have worked and continue to work with legal counsel to ensure that the needs and decisions of the family unit are met.

  • Trust and Estate Techniques: We have vast experience in charitable remainder trusts, revocable and irrevocable trusts, family limited partnerships, estate planning for maximizing wealth, probate proceedings, curatorship and guardianship proceedings, advanced gifting techniques, and tax consulting.


  • Probate Administration: Our firm has participated in the administration of estates from less than $100,000 to over $50 million. We have the experience and relationships with trust and estate attorneys to ensure that the estate administrative process is implemented in a very positive and timely matter. We have also developed our expertise in fiduciary accounting in Florida, which is a unique method of accounting and is required for reporting in the Florida court systems.

Trust and Estate Matters